Citizens Business Bank’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
3,989
+645
| +19% | +$51.7K | 0.06% | 93 |
|
|
2025
Q1 | $240K | Buy |
+3,344
| New | +$240K | 0.05% | 97 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 104 |
|
|
2022
Q3 | – | Sell |
-77,827
| Closed | -$3.05M | – | 227 |
|
|
2022
Q2 | $3.05M | Buy |
77,827
+13,791
| +22% | +$540K | 0.43% | 62 |
|
|
2022
Q1 | $3.1M | Sell |
64,036
-6,714
| -9% | -$325K | 0.37% | 73 |
|
|
2021
Q4 | $3.4M | Hold |
70,750
| – | – | 0.42% | 66 |
|
|
2021
Q3 | $3.28M | Sell |
70,750
-5,375
| -7% | -$249K | 0.44% | 64 |
|
|
2021
Q2 | $3.45M | Hold |
76,125
| – | – | 0.45% | 59 |
|
|
2021
Q1 | $2.97M | Sell |
76,125
-37,758
| -33% | -$1.48M | 0.42% | 65 |
|
|
2020
Q4 | $3.44M | Buy |
113,883
+8,691
| +8% | +$262K | 0.51% | 53 |
|
|
2020
Q3 | $2.47M | Buy |
105,192
+7,949
| +8% | +$187K | 0.42% | 65 |
|
|
2020
Q2 | $2.49M | Buy |
97,243
+8,595
| +10% | +$220K | 0.44% | 62 |
|
|
2020
Q1 | $2.54M | Buy |
88,648
+7,700
| +10% | +$221K | 0.52% | 50 |
|
|
2019
Q4 | $4.36M | Sell |
80,948
-375
| -0.5% | -$20.2K | 0.72% | 28 |
|
|
2019
Q3 | $4.1M | Buy |
81,323
+5,722
| +8% | +$289K | 0.68% | 31 |
|
|
2019
Q2 | $3.58M | Buy |
75,601
+475
| +0.6% | +$22.5K | 0.59% | 38 |
|
|
2019
Q1 | $3.63M | Buy |
75,126
+926
| +1% | +$44.7K | 0.63% | 37 |
|
|
2018
Q4 | $3.42M | Buy |
74,200
+2,520
| +4% | +$116K | 0.66% | 32 |
|
|
2018
Q3 | $3.77M | Sell |
71,680
-7,136
| -9% | -$375K | 0.63% | 35 |
|
|
2018
Q2 | $4.37M | Buy |
78,816
+8,799
| +13% | +$488K | 0.76% | 28 |
|
|
2018
Q1 | $3.67M | Buy |
70,017
+6,142
| +10% | +$322K | 0.64% | 37 |
|
|
2017
Q4 | $3.87M | Sell |
63,875
-3,136
| -5% | -$190K | 0.63% | 36 |
|
|
2017
Q3 | $3.7M | Buy |
67,011
+6,411
| +11% | +$354K | 0.62% | 40 |
|
|
2017
Q2 | $3.36M | Sell |
60,600
-8,153
| -12% | -$452K | 0.56% | 42 |
|
|
2017
Q1 | $3.83M | Sell |
68,753
-3,400
| -5% | -$189K | 0.64% | 35 |
|
|
2016
Q4 | $3.98M | Sell |
72,153
-923
| -1% | -$50.9K | 0.71% | 29 |
|
|
2016
Q3 | $3.24M | Sell |
73,076
-3,496
| -5% | -$155K | 0.6% | 42 |
|
|
2016
Q2 | $3.63M | Sell |
76,572
-3,730
| -5% | -$177K | 0.68% | 38 |
|
|
2016
Q1 | $3.88M | Buy |
80,302
+1,720
| +2% | +$83.2K | 0.73% | 30 |
|
|
2015
Q4 | $4.27M | Sell |
78,582
-12,098
| -13% | -$658K | 0.83% | 24 |
|
|
2015
Q3 | $4.66M | Buy |
90,680
+575
| +0.6% | +$29.5K | 0.88% | 19 |
|
|
2015
Q2 | $5.07M | Sell |
90,105
-1,255
| -1% | -$70.6K | 0.88% | 19 |
|
|
2015
Q1 | $4.97M | Sell |
91,360
-1,347
| -1% | -$73.3K | 0.87% | 23 |
|
|
2014
Q4 | $5.08M | Buy |
92,707
+2,432
| +3% | +$133K | 0.92% | 19 |
|
|
2014
Q3 | $4.68M | Sell |
90,275
-6,200
| -6% | -$322K | 0.9% | 20 |
|
|
2014
Q2 | $5.07M | Sell |
96,475
-2,100
| -2% | -$110K | 0.97% | 17 |
|
|
2014
Q1 | $4.9M | Sell |
98,575
-7,725
| -7% | -$384K | 0.95% | 18 |
|
|
2013
Q4 | $4.83M | Buy |
106,300
+7,990
| +8% | +$363K | 0.97% | 19 |
|
|
2013
Q3 | $4.06M | Buy |
98,310
+5,516
| +6% | +$228K | 0.87% | 26 |
|
|
2013
Q2 | $3.83M | Buy |
+92,794
| New | +$3.83M | 0.85% | 36 |
|